Mount Vernon Associates’s Hartford Financial Services HIG Stock Holding History

Mount Vernon Associates’s Portfolio HIG Stock Details HIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$832K	Sell	6,559 -300	-4%	-$38.1K	0.6%	33
2025 Q1	$849K	Sell	6,859 -200	-3%	-$24.8K	0.69%	32
2024 Q4	$772K	Hold	7,059	–	–	0.6%	32
2024 Q3	$830K	Sell	7,059 -325	-4%	-$38.2K	0.66%	35
2024 Q2	$742K	Hold	7,384	–	–	0.66%	34
2024 Q1	$761K	Sell	7,384 -500	-6%	-$51.5K	0.65%	36
2023 Q4	$634K	Hold	7,884	–	–	0.62%	35
2023 Q3	$559K	Sell	7,884 -230	-3%	-$16.3K	0.62%	35
2023 Q2	$584K	Sell	8,114 -2,132	-21%	-$153K	0.62%	33
2023 Q1	$714K	Hold	10,246	–	–	0.84%	30
2022 Q4	$777K	Sell	10,246 -38	-0.4%	-$2.88K	1%	27
2022 Q3	$637K	Hold	10,284	–	–	0.83%	30
2022 Q2	$673K	Sell	10,284 -200	-2%	-$13.1K	0.82%	31
2022 Q1	$753K	Sell	10,484 -1,400	-12%	-$101K	0.73%	30
2021 Q4	$820K	Sell	11,884 -400	-3%	-$27.6K	0.71%	30
2021 Q3	$863K	Hold	12,284	–	–	0.79%	29
2021 Q2	$761K	Sell	12,284 -550	-4%	-$34.1K	0.7%	32
2021 Q1	$857K	Hold	12,834	–	–	0.84%	30
2020 Q4	$629K	Sell	12,834 -1,050	-8%	-$51.5K	0.66%	33
2020 Q3	$512K	Sell	13,884 -200	-1%	-$7.38K	0.61%	31
2020 Q2	$543K	Hold	14,084	–	–	0.7%	29
2020 Q1	$496K	Sell	14,084 -200	-1%	-$7.04K	0.83%	29
2019 Q4	$868K	Hold	14,284	–	–	1.18%	26
2019 Q3	$866K	Hold	14,284	–	–	1.3%	26
2019 Q2	$796K	Sell	14,284 -600	-4%	-$33.4K	1.18%	29
2019 Q1	$740K	Hold	14,884	–	–	1.13%	29
2018 Q4	$662K	Sell	14,884 -500	-3%	-$22.2K	1.16%	27
2018 Q3	$769K	Buy	15,384 +68	+0.4%	+$3.4K	1.13%	29
2018 Q2	$783K	Sell	15,316 -500	-3%	-$25.6K	1.22%	29
2018 Q1	$815K	Hold	15,816	–	–	1.26%	30
2017 Q4	$890K	Hold	15,816	–	–	1.34%	31
2017 Q3	$877K	Sell	15,816 -350	-2%	-$19.4K	1.45%	30
2017 Q2	$850K	Hold	16,166	–	–	1.52%	30
2017 Q1	$777K	Buy	16,166 +200	+1%	+$9.61K	1.43%	30
2016 Q4	$761K	Hold	15,966	–	–	1.5%	29
2016 Q3	$684K	Sell	15,966 -1,100	-6%	-$47.1K	1.42%	32
2016 Q2	$757K	Buy	17,066 +1,122	+7%	+$49.8K	1.61%	32
2016 Q1	$735K	Sell	15,944 -1,300	-8%	-$59.9K	1.63%	29
2015 Q4	$749K	Hold	17,244	–	–	1.64%	29
2015 Q3	$789K	Sell	17,244 -500	-3%	-$22.9K	1.83%	26
2015 Q2	$738K	Sell	17,744 -200	-1%	-$8.32K	1.59%	31
2015 Q1	$750K	Sell	17,944 -100	-0.6%	-$4.18K	1.62%	30
2014 Q4	$752K	Sell	18,044 -700	-4%	-$29.2K	1.72%	28
2014 Q3	$698K	Sell	18,744 -500	-3%	-$18.6K	1.74%	26
2014 Q2	$689K	Hold	19,244	–	–	1.75%	27
2014 Q1	$679K	Sell	19,244 -2,600	-12%	-$91.7K	1.78%	27
2013 Q4	$791K	Sell	21,844 -100	-0.5%	-$3.62K	2.07%	23
2013 Q3	$683K	Sell	21,944 -63,100	-74%	-$1.96M	2.08%	23
2013 Q2	$2.63M	Buy	+85,044	New	+$2.63M	2.84%	19